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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Robert Klein is an investment advisor representative, licensed in Massachusetts and New Hampshire, with over 17 years of experience in the industry. Jeffrey is currently affiliated with Gallagher Fiduciary Advisors, LLC where he works as a Retirement Plan Consultant. Prior to joining Gallagher Fiduciary Advisors, LLC, Jeffrey worked for several firms including Triad Advisors LLC, Kestra Investment Services, LLC, United Planners' Financial Services of America, John Hancock Distributors LLC and MMC Securities Corp. Jeffrey has a wide range of experience working with clients in the areas of retirement planning, portfolio management and financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
See schedule d misc. for explanation
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
06/08/2022 - Present
Gallagher Fiduciary Advisors, LLC (Boston MA)
MA
03/29/2022 - 08/23/2024
TRIAD ADVISORS LLC (Boston MA)
MA
07/24/2017 - 03/31/2022
KESTRA INVESTMENT SERVICES, LLC (BOSTON MA)
AZ
08/02/2016 - 01/18/2017
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (SCOTTSDALE AZ)
MA
07/24/2014 - 11/16/2015
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
MA
09/29/2010 - 10/31/2013
MMC SECURITIES CORP. (BOSTON MA)
MA
05/20/2008 - 09/30/2010
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOSTON MA)
MA
09/21/2005 - 04/15/2008
BROWN BROTHERS HARRIMAN & CO. (BOSTON MA)
BOTH
Issued 09/17/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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